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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

925 hedge funds and large institutions have $7.75B invested in Schwab US Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 329 increasing their positions, 383 reducing their positions, and 39 closing their positions.

Holders
925
Holders Change
+25
Holders Change %
+2.78%
% of All Funds
12.42%
Holding in Top 10
64
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.03%
% of All Funds
0.86%
New
80
Increased
329
Reduced
383
Closed
39
Calls
$258K
Puts
–
Net Calls
+$258K
Net Calls Change
-$791K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$288M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.69B
3
AA
3
Advisory Alpha
Michigan
$235M
4
Creative Planning
4
Creative Planning
Kansas
$830M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$36.2M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$26.5M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.92M
3
DC
3
Davenport & Co
Virginia
$11.5M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$58M
5
Cerity Partners
5
Cerity Partners
New York
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$7.01M +$7.01M +249,997 +8,333,233%
BWM
152
Brown Wealth Management
Illinois
$6.96M +$926K +32,998 +15%
CAM
153
Cresset Asset Management
Illinois
$6.93M -$817K -29,123 -11%
MWM
154
Meridian Wealth Management
Kentucky
$6.87M -$158K -5,644 -2%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$6.87M +$128K +4,553 +2%
SS
156
Sunbelt Securities
Texas
$6.84M +$83K +2,996 +1%
SF
157
Schaeffer Financial
Maryland
$6.82M +$331K +11,790 +5%
NYLIM
158
New York Life Investment Management
New York
$6.67M +$2.93M +104,429 +78%
BSAM
159
Blue Square Asset Management
New York
$6.67M -$51.9K -1,851 -0.8%
JJBC
160
James J. Burns & Company
New York
$6.65M +$401K +14,309 +6%
PWA
161
Peterson Wealth Advisors
Utah
$6.63M +$177K +6,305 +3%
BP
162
Broadleaf Partners
Ohio
$6.47M +$317K +11,309 +5%
CWM
163
Congress Wealth Management
Massachusetts
$6.41M -$51.5K -1,836 -0.8%
FSWA
164
Financial Synergies Wealth Advisors
Texas
$6.38M +$174K +6,198 +3%
KBFS
165
Kohmann Bosshard Financial Services
Ohio
$6.33M -$110K -3,922 -2%
WPIC
166
White Pine Investment Company
Michigan
$6.23M +$48.2K +1,720 +0.8%
GCP
167
Gill Capital Partners
Colorado
$6.12M -$21.7K -775 -0.4%
MFG
168
Merit Financial Group
Georgia
$6.01M +$2.84M +101,229 +89%
Royal Bank of Canada
169
Royal Bank of Canada
Ontario, Canada
$5.98M +$1.66M +59,004 +38%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$5.85M -$1.16M -41,518 -17%
NCMW
171
Northern Capital Management (Washington)
Washington
$5.84M -$146K -5,219 -2%
CIA
172
Cape Investment Advisory
Georgia
$5.8M -$83.3K -2,968 -1%
AIM
173
Anchor Investment Management
South Carolina
$5.65M -$66.7K -2,378 -1%
BCM
174
Brookstone Capital Management
Illinois
$5.63M +$207K +7,375 +4%
DFA
175
DHJJ Financial Advisors
Illinois
$5.53M -$362K -12,901 -6%
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